SEC 13F Intelligence

Chicago Partners Investment Group LLC / BN

Chicago Partners Investment Group LLC’s Brookfield Corp Position

Does Chicago Partners Investment Group LLC own Brookfield Corp (BN)? Yes408.3K shares worth $19M (+0.42% of its 13F portfolio) as of Q1 2026, down from 422.4K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
408.3K
% of Portfolio
+0.42%
Quarters Held
14
currently held

Position History BN

Reported value by quarter
Q4 ’22: $7MQ4 ’22Q1 ’23: $8MQ2 ’23: $9MQ2 ’23Q3 ’23: $10MQ4 ’23: $12MQ4 ’23Q1 ’24: $12MQ2 ’24: $13MQ2 ’24Q3 ’24: $14MQ4 ’24: $15MQ4 ’24Q1 ’25: $16MQ2 ’25: $20MQ2 ’25Q3 ’25: $20MQ4 ’25: $20MQ4 ’25Q1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026408.3K$19M+0.42%
Q4 2025422.4K$20M+0.49%
Q3 2025429.8K$20M+0.53%
Q2 2025289.4K$20M+0.57%
Q1 2025290.9K$16M+0.54%
Q4 2024256.4K$15M+0.50%
Q3 2024257.6K$14M+0.50%
Q2 2024266.6K$13M+0.49%
Q1 2024294.0K$12M+0.50%
Q4 2023289.5K$12M+0.54%
Q3 2023336.0K$10M+0.56%
Q2 2023275.8K$9M+0.48%
Q1 2023234.3K$8M+0.46%
Q4 2022188.4K$7M+0.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Chicago Partners Investment Group LLC’s full portfolio or all institutional holders of BN.